An active quarter for SKAGEN Focus
Par: Jonas EdholmOur high conviction global equity fund SKAGEN Focus delivered a strong return in the second quarter and added several new positions.
Jonas Edholm
Portfolio Manager
Jonas manages the equity fund SKAGEN Focus.
As part of the portfolio team, he participates in SKAGEN's value based investment philosophy and carries out analysis of companies and industries.
About Jonas
Experience
- Joined SKAGEN in January 2015
- Founder and Portfolio Manager, Labrusca Family Office, Stockholm, Sweden
- Founder and Portfolio Manager, Lundbark & Co Fondförvaltning, Stockholm, Sweden
- Lead Portfolio Manager, LF Capital, New York
- Tactical Asset Allocation, Derivatives Trader, Länsförsäkringar Asset Management, Stockholm, Sweden
- Risk Management, Wasa Asset Management, Stockholm, Sweden
Education
- MSc Business Studies and Economics, University of Uppsala, Sweden
- Studied at University of Strathclyde, Glasgow, Scotland
Is value investing back from the wilderness?
Par: Jonas EdholmA year ago, the contrarian value investor seemed on the brink of extinction. SKAGEN Focus portfolio manager Jonas Edholm examines why value investing might now ...